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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $405,801 | $84,685+379.2% | $73,836+449.6% | $125,389+223.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.25% | 3123.80%-3126.1pp | 2268.06%-2270.3pp | 282.24%-284.5pp |
| Employer contribution / active EE | $28,131 | $3,123+800.7% | $2,787+909.2% | $4,866+478.1% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,885 | $5,694+56.0% | $4,882+82.0% | $9,541-6.9% |